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CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC
CRD 174670File 801-119516
APPROVED
Retail clients
Disclosure events
Filing as of May 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$131.3M
Bottom 25% of cohort (national)
Discretionary AUM
$131.3M
Clients
207
566 accounts
Employees
5
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 7, 2020
- Principal office
- 601 S. HARBOUR BLVD, SUITE 109, TAMPA, FL, 33602
- Phone
- 860-659-8299
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $131.3M
- Discretionary AUM
- $131.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 566
- Non-discretionary accounts
- 0
- Total accounts
- 566
- AUM per client
- $634K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 66 | $102.8M |
| Individuals (other than high net worth individuals) | 141 | $28.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — %OF CLIENT ASSETS INVESTED IN MODEL PORTFOLIOS MANAGED BY OTHERS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.